Client Services Representative managing relationships with international clients at a SaaS company. Responsible for customer satisfaction, onboarding, and promoting product adoption.
SW
Hybrid Client Services Associate – Onboarding
Posted 16 hours ago
About the role
- Client Services Associate responsible for accurate onboarding documentation and client interactions at financial services firm. Includes handling pension and investment analysis on behalf of the company.
Responsibilities
- Collating 3rd party pension information into a standardised format,
- Conducting outbound calls with 3rd party providers
- Managing effective Inbound client information via email
- Working within current standard compliance processes, systems, and procedures, and reporting non-compliance issues
Requirements
- Exceptional customer service and both written and verbal communication skills
- At least 1 year experience working in Financial Services
- CII R02/R04 Qualified or have a keen interest in Pension & Investments
Benefits
- Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
- Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
- Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
- Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
- Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
- Financial Advice: Access to free financial advice to help secure your financial future.
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
Location requirements
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